See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (other ... | $7,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,827 | $109,359-19.7% | $162,163-45.8% | $72,985+20.3% |
| Participation rate | 82.5% | 84.3%-1.7pp | 87.6%-5.0pp | 69.5%+13.1pp |
| Annual return | 19.42% | 25.46%-6.0pp | 115.59%-96.2pp | 81.00%-61.6pp |
| Employer contribution / active EE | $127 | $3,907-96.8% | $5,614-97.7% | $2,440-94.8% |
| Participant deferral / active EE | $7,744 | $5,481+41.3% | $7,298+6.1% | $3,607+114.7% |
| Admin fee / account holder | $65 | $7,972-99.2% | $10,843-99.4% | $5,124-98.7% |